Customer Locations

Form ID: (AR303020)

Note: The form is available if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.

On this form you can define, edit, or delete the locations of customers or prospective customers.

Note: You cannot delete a customer location if it is associated with any Accounts Receivable documents, sales orders, or customer contracts.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Validate Addresses	Validates the location addresses. Address validation is performed through the third-party software integrated with MYOB Acumatica. This command appears on the form only if the Address Validation Integration feature has been enabled on the Enable/Disable Features (CS100000) form.
View Account Location	Navigates to the Account Locations (CR303010) form where you can view the account locations.

Address Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company's address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

Tip:

If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.

You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the *Address Lookup Integration* feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integrating MYOB Acumatica with Web Map Services.
Element	Description
Enter a Location	A box for searching for the company's address. You can do the following by using this box: Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code. Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form. The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area	The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used. In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select	Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel	Closes the dialog box and cancels the selection of the company address.

Summary Area

In this area, you can select a customer account and create a new location for it, or select an existing location for editing.


Element	Description
Customer	The identifier of the customer account this location is associated with. The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true: The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted. A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Location ID	The identifier of the customer location. The system automatically assigns the identifier (MAIN) of the first (default) location associated with the customer account. For each additional location, you can specify the identifier.
Status	Required. The status of the customer location. The location can be assigned one of the following statuses: Active: The location is in use and appears on all selection lists. Inactive: The location is not available for selection. A user can manually change the status of a non-primary customer location. For auditing purposes, locations cannot be removed. A default location cannot be deactivated. If a non-primary location is not used (for example, if the office of the company has closed), you can deactivate it by selecting Inactive.
Default	A check box that indicates (if selected) that the current location is the default location of the customer. If the check box is selected, it is unavailable for editing. You can select the check box to mark a new customer location as the default location of the customer. In this case, after you save your changes, the check box becomes unavailable for editing for this location. For the previous default customer location, the check box becomes clear and available for selecting.

General Tab

By using this tab, you can specify the location's default branch, price class, default project, and contact and address information.

Table 1. Location Info Section
Element	Description
Location Name	A descriptive name to help users recognize the location.

Table 2. Location Address Section
Element	Description
Override	A check box that indicates (if selected) that the address settings of the customer location on the current tab can differ from the address settings of the customer. If the check box is cleared, the address settings of the customer location on the current tab and on the General tab of the Customers (AR303000) form are synchronized (the address settings are inherited from the Customers (AR303000) form).
View on Map	A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab. This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.
Address Lookup	A button you click to open the Address Lookup dialog box. For the description of the dialog box, see Address Lookup Dialog Box. This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integrating MYOB Acumatica with Web Map Services.
Address Line 1	The first line of the address of this customer location.
Address Line 2	The second line of the address of this customer location.
City	The city of the location.
State	The state or province of the location.
Postal Code	The customer location's postal code. If an input mask has been set for postal codes on the Countries/States (CS204000) form, type the code to fit this mask.
Country	The country of the customer location. Note: If you change the customer class of an existing customer, the country of all customer locations will not be overridden with the new value from the customer class.
Latitude	The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available. This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Acumatica with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Acumatica with External Tax Providers.
Longitude	The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available. This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Acumatica with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Acumatica with External Tax Providers.
Validated	A check box that indicates (if selected) that the address has been validated with a third-party specialized software or service. This check box is available only when the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Table 3. Additional Location Info Section
Element	Description
Override	A check box that indicates (if selected) that the contact settings of the customer location on the current tab can differ from the contact settings of the customer. If the check box is cleared, the contact settings of the location on the current tab and on the General tab of the Customers (AR303000) form are synchronized (the settings are inherited from the Customers (AR303000) form).
Account Name	This customer location's legal business name.
Attention	The attention line as it is used in your company's business letters, which is used to direct the letter to the contact person if the letter is not addressed to any specific person. The box may contain something like Purchase Orders Department or To whom it may concern.
Type and Phone Number	The type and the phone number for the location; you select the type (which is filled in by default) and then enter the phone number. You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax. There are three elements to enter phone number types and phone numbers for the customer location.
Email	The customer location's default email address.
Web	The website address (if any) related to the customer location.

Shipping Tab

Table 4. Tax Settings Section
Element	Description
Tax Registration ID	The optional tax registration ID associated with the location. An input mask or regular expression can be set to validate this value.
Tax Zone	The tax zone associated with the customer location. Note: If you change the customer class of an existing customer, the tax zone of all customer locations will not be overridden with the new value from the customer class.
Tax Calculation Mode	The tax calculation mode to be applied to the documents with the customer location. This box contains one of the following options: Tax Settings (default): The record uses the settings of the selected customer, or of the customer's location if the Business Account Locations feature has been enabled on the Enable/Disable Features (CS100000) form. Gross: The tax amount is included in the item price. Net: The tax amount is not included in the item price. This box appears on the form if the Net/Gross Entry Mode feature has been enabled on the Enable/Disable Features form.
Tax Exemption Number	If this customer is tax exempt, the exemption number.
Entity Usage Type	The corresponding entity usage type. If integration with Avalara is configured, in a document with the current customer selected, this value is sent to Avalara to specify the reason for tax exemption. If the Taxable - Override Exemption option is selected, the document's exemption is overridden, and taxes are calculated in the external tax service. This box is available only when the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Table 5. Other Settings Section
Element	Description
Default Branch	The location of your company that will be used to ship the goods to the customer. The list of values in this box may be limited based on the customer visibility restriction specified in the Restrict Visibility To box on the General Info tab of the Customers (AR303000) form.
Price Class	The price class that is associated with the customer location. A price class, defined on the Customer Price Classes (AR208000) form, indicates the price level offered to the customer and can be used as a condition to be met for a discount application.
Default Project	The default project associated with this customer location, or a non-project code, indicating that no projects are associated with this location by default. The system uses this project when it creates a document, such as a purchase order. The default project is used for informational purposes only and is not involved to any process.

Table 6. Shipping Instructions Section
Element	Description
Warehouse	The warehouse to issue the goods to the customer location. This box appears only if the Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Ship Via	The carrier used for shipping the goods to the customer at this location.
Shipping Terms	The shipping terms used in relations with the customer.
Shipping Zone	The shipping zone used to calculate the freight charge when your company ships goods to the customer.
FOB Point	The location at which title for the shipment passes from your company to the customer.
Residential Delivery	A check box that indicates (if selected) that the shipment will be delivered to a residential area.
Saturday Delivery	A check box that indicates (if selected) that the shipment may be delivered on Saturday.
Insurance	A check box that indicates (if selected) that insurance is required for the order.
Ground Collect	A check box that you select to use the FedEx Ground Collect option. This check box is available if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form and in the Ship Via box on the Shipping tab, a ship via code with one of the following carrier services has been selected: ShipEngine carrier service with a FedEx carrier EasyPost carrier service with a FedEx carrier FedEx carrier service For more details on the FedEx Ground Collect program, see FedEx Ground® Collect.
Shipping Rule	The option that defines how the orders should be fulfilled for this customer at this location. You can use one of the following options: Ship Complete: Only completely fulfilled orders are allowed. Back Order Allowed: Back orders are allowed for the customer if some items are out of stock. Cancel Remainder: The ordered quantity can be shipped partially, and the quantity remaining after the first shipment will be canceled.
Order Priority	The priority of sales orders of the customer from this location. (This setting has no business logic tied to it in the current version and can be used for informational purposes only.)
Lead Time (Days)	The number of days required for shipped goods to reach the customer.
Calendar	The calendar associated with the customer location. Calendar settings are defined on the Work Calendar (CS209000) form.

GL Accounts Tab

On this tab, you can specify the General Ledger accounts associated with the location.


Element	Description
Same as Default Location's	A check box that indicates (if selected) that the accounts to be used for this location are those specified for the default customer location.
AR Account	The asset account used to record the customer balance for this location. The account selected in this box should be configured as a control account for the accounts receivable subledger. That is, for this account, AR should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
AR Sub.	The corresponding subaccount.
Sales Account	The account used to record sales from this location; you must specify this account.
Sales Sub.	The corresponding subaccount; you must specify a subaccount.
Discount Account	The expense account to record the discount received by the customer.
Discount Sub.	The corresponding subaccount.
Freight Account	An income account to record freight charges applicable to sales orders associated with this customer location.
Freight Sub.	The corresponding subaccount.
Retainage Receivable Account	The account used to record the retained amounts on invoices for the customer location. The account selected in this box should be configured as a control account for the accounts receivable subledger. That is, for this account, AR should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information. By default, the system inserts into this box the account (if any) specified for the customer in the Retainage Receivable Account box on the GL Accounts tab of the Customers (AR303000) form. If you override this value for the default location, the system will override the account specified for the customer on the Customers (AR303000) form. You can override the default value for any non-default location if the Same As Default Location check box is cleared on this tab; otherwise, the box is filled with the account specified for the default customer location. When you create an invoice for a customer with this customer location, this account is selected by default in the Retainage Receivable Account box on the Financial Details tab of the Invoices and Memos (AR301000) form. This box appears on the form only if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Retainage Receivable Sub.	The subaccount used to record the retained amounts on invoices for the customer location. By default, the system inserts into this box the subaccount (if any) specified for the customer in the Retainage Receivable Sub. box on the GL Accounts tab of the Customers (AR303000) form. If you override this value for the default location, the system will override the account specified for the customer on the Customers (AR303000) form. You can override this value for any non-default location if the Same As Default Location check box is cleared on this tab; otherwise, the box is filled with the subaccount specified for the default customer location. When you create an invoice for a customer with this vendor location, this subaccount is selected by default in the Retainage Receivable Sub. box on the Financial Details tab of the Invoices and Memos (AR301000) form. This box appears on the form only if the Subaccounts and Retainage Support features are enabled on the Enable/Disable Features (CS100000) form.

Contacts Tab

In the table of this tab, you can specify the contacts associated with the customer location and assign roles to them.

This tab is available only if both the Shopify Connector feature and the Business-to-Business Entities feature are enabled on the Enable/Disable Features (CS100000) form.


Column	Description
Contact	The contact that is associated with the customer's location.
Role	The role assigned to the contact in the location. The contact can be assigned either of the following roles: Admin: The contact has administrative permissions in the location. User: The contact does not have administrative permissions in the location. These roles are specified for informational purposes and are only used for the export of business customers and sales orders that have been created for business customers to a Shopify store.